Q4 2025 BTS Group AB Earnings Call Transcript
Key Points
- BTS Group AB (FRA:BX1B) ended its quarter-over-quarter decline in profit results, marking a turning point in Q4 2025.
- Two out of three business units delivered growth in 2025, with expectations for continued revenue and profit growth in Europe and other markets during 2026.
- The North America unit is expected to return to moderate organic revenue growth and significantly improved EBITA performance in Q1 2026.
- Breakthrough AI innovations have enhanced BTS Group AB's competitive portfolio, improved client AI maturity, and simplified internal operations, leading to productivity gains.
- Bookings in North America increased by approximately 25-26% in Q4 2025 compared to the previous year, indicating strong demand entering 2026.
- BTS North America experienced continued weak revenue performance in Q4 2025, contributing to a poor quarter.
- Almost half of the Q4 profit decline was attributed to non-core factors such as currency headwinds and severance costs related to AI-based rationalization.
- BTS Europe experienced a temporary revenue slowdown in Q4 2025.
- Profit decline in BTS other markets was due to operations in Asia, specifically in Thailand, Korea, and China.
- The fiscal year 2025 was disappointing overall, with no growth and a 25% decline in EBITDA.
Okay, good morning, everyone, and welcome you for a presentation with BTS. My name is Daniel Toshan, analyst at ABG Sundal Collier, and with us today we have Jessica Skon, CEO of BTS. So I'll let you present the fourth quarter.
I will have a couple of questions afterwards and for both analysts and investors joining the call, feel free to add questions in the chat, and I will ask Jessica the questions afterwards.
&
Thank you. Hi everybody. Good morning. So let me start with an executive summary.
Q4 marks a turning point for us. It brings an end to our quarter over quarter decline in profit results for the last three quarters.
Just to remind you, two out of our three units delivered growth in 2025, and we expect Europe and other markets to continue to deliver the revenue and profit growth during 2026.
The North America turnaround, which has been all of our focus for the last two quarters, is progressing very well.
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